IHAM

Integral Health Asset Management Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.53%
This Quarter Est. Return
1 Year Est. Return
+40.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.1M
3
+$12.2M
4
MDT icon
Medtronic
MDT
+$11.9M
5
AMED
Amedisys
AMED
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 92.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 5.65%
+170,000
2
$13.1M 5.11%
+240,000
3
$12.2M 4.75%
+190,000
4
$11.9M 4.64%
+105,000
5
$10.8M 4.22%
+65,000
6
$9.54M 3.71%
+190,000
7
$9.3M 3.62%
+110,000
8
$9.07M 3.53%
+190,000
9
$9.04M 3.52%
+200,000
10
$8.66M 3.37%
+120,000
11
$8.54M 3.33%
+80,000
12
$8.52M 3.32%
+60,000
13
$8.43M 3.28%
+23,000
14
$8.41M 3.28%
+95,000
15
$7.91M 3.08%
+21,000
16
$7.86M 3.06%
+125,000
17
$7.43M 2.89%
+100,000
18
$6.61M 2.58%
+23,000
19
$6.57M 2.56%
+50,000
20
$6.19M 2.41%
+80,000
21
$5.47M 2.13%
+70,000
22
$4.41M 1.72%
+200,000
23
$3.95M 1.54%
+90,000
24
$3.94M 1.53%
+55,000
25
$3.75M 1.46%
+8,750
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